This session discusses options available to certain administrators to customize the MC user interface, a process that can be useful to allow organizations the option to create interfaces to fit their business flow.

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SA05|Customizing the User Interface

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User Interface Management Tools
Conditional Formatting
User Defined Fields
Agenda

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User Interface Management Tools
Overview
Forms Manager
Tabs Manager
Menu Manager
User Interface Management Tools

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Customize numerous aspects of the UI
System Admin use only
Tools  System Management
User Interface Management Tools Overview

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Primary tool for direct UI tailoring
Applied to entire database (not RC
specific)
Forms Manager

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Main features:
• Hide fields within each module
• Designate fields for required entry
• Modify field labels
• Duplicate Work Order check
Forms Manager (cont’d)

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Customize tabs available within each
module
Clone and edit existing Tab Groups
Tabs Manager

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Main features:
• Change label on Tabs
• Disable or remove Tabs
• Reorder Tab sequence
Tabs Manager (cont’d)

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Customize Module Chooser
Multiple versions can be maintained
Menu Manager

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Image modified and HTML code created
Menu Manager (cont’d)

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Conditional Formatting Overview
Format Criteria
Format Style
Conditional Formatting

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Customize appearance of records in
Explorer
Style Editor (V6.0) defines font, color,
etc.
Three Repair Center and three
personal preference options
Conditional Formatting Overview

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Defined through Preferences for
specific Modules
Both Format Criteria and Format Style
must be defined
Conditional Formatting Overview (cont’d)

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Examples of use cases:
• Overdue Work Orders
• Work Orders that have not been printed
• Inventory Items below reorder point
• Open Purchase Orders past follow-up
date
• Inactive Labor Records
Conditional Formatting Overview (cont’d)

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Criteria Dialog from Format Criteria
used to create pre-stored SQL
Format Criteria

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New V6.0 CSS Editing Tool available to
format style
Customizable features:
• Content and Text
• Background
• Border and Outline
• Box Shadow
Format Style

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Records will change for specified
Repair Center dependent on Style
selected:
Format Style (cont’d)

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In this example Conditional
Formatting will be used to set Inactive
Labor records to show as light grey
Conditional Formatting: Example

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Labor Module is selected
Format Criteria 1 and Format Style 1
will be used
Conditional Formatting Example (cont’d)

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Criteria 1 is edited with Active? set to
No
SQL will be auto-created
Conditional Formatting Example (cont’d)

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Style 1 will automatically fill in for
grey text (HTML) by using the CSS
Editor
Conditional Formatting Example (cont’d)

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All Inactive Labor will now appear in
the grey shade that was selected
Conditional Formatting Example (cont’d)

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User Defined Fields Overview
Editing User Defined Fields
Adding Lookup Tables
Smart Transfer
User Defined Fields

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Available in core modules to track
unique information
Number of fields available
determined by Module:
• Text fields
• Date fields
• Checkboxes (indicators)
User Defined Fields Overview

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User Defined Field features:
• Modify help instructions
• Change field label
• Connect Lookup Table
• Smart Transfer
• Enhanced Reporting
User Defined Fields Overview (cont’d)

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Click on field label to open popup
help dialog
Edit button refreshes dialog to outline
User Defined Field
Editing User Defined Fields

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Remove current field label and
replace
Editing User Defined Fields (cont’d)

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Modify help instructions using text
box available
Editing User Defined Fields (cont’d)

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Lookup tables edited from dropdown
Creates consistency for Reporting
Adding Lookup Tables

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Transfer data to associated modules
Map to matching field suggested
Smart Transfer

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In this example an Asset User Defined
Field will be setup with a Smart
Transfer to link to a Work Order User
Defined Field
User Defined Field: Example

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UDF Field 16 on Asset can be edited
by right mouse clicking on label:
User Defined Field: Example (cont’d)

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Name will be adjusted to reflect what
field is being used for:
User Defined Field: Example (cont’d)

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Smart Transfer is setup to link to
Work Order UDF Bit 1:
User Defined Field: Example (cont’d)

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Explanation of field entered into text
box:
User Defined Field: Example (cont’d)

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Work Order User Defined Field edited
for consistency:
User Defined Field: Example (cont’d)

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Work Order is created and will reflect
Asset selection for User Defined Field:
User Defined Field: Example (cont’d)

38. Thank You for
Watching!